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Zapier makes it easy to integrate ClickUp with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
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ClickUp
ClickUp
1. Choose trigger event
Microsoft Office 365
Microsoft Office 365
2. Choose action
1. Select the event
Setup
Test
ClickUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects ClickUp and Microsoft Office 365, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Distribution List
Required
User Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Subject
Required
Start Date & Time
Required
End Date & Time
Required
All Day Event?
Description
Show me as Free or Busy
Attendees
Categories
Location
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
To Email(s)
Required
CC Email(s)
BCC Email(s)
Subject
Required
Body Format
Required
Body
Required
Attachment
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Flag Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Mark as
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Categories to Remove
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Draft Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Importance
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
Contact
Required
First Name
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Last Name
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Folder_info
Folder
Required
Search terms
From address
Start date
End date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Calendar
Start date and time
Required
End date and time
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use ClickUp and Microsoft Office 365 with AI agents and code
Beyond Zap workflows. Call ClickUp and Microsoft Office 365 actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ClickUp and Microsoft Office 365 actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive or Delete Task
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use ClickUp and Microsoft Office 365
Create tasks for flagged emails.
When an email is flagged in Office 365, Zapier creates a task in ClickUp. This helps business owners organize important emails into actionable tasks, reducing the risk of forgetting critical follow-ups or decisions.
When a calendar event is updated in Office 365, Zapier automatically updates or schedules a corresponding task in ClickUp. This ensures IT teams maintain alignment between tasks and meeting timelines, especially for project-specific work.
When a new calendar event is created in Office 365, Zapier generates a task in ClickUp for meeting notes or preparation. This ensures that tasks related to meetings are tracked and nothing falls through the cracks, enhancing team productivity.
Learn how to automate Microsoft Office 365 on the Zapier blog
Make work flow with AI
Level up your ClickUp to Microsoft Office 365 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about ClickUp + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Microsoft Office 365
How can I integrate ClickUp with Microsoft Office 365?
You can integrate ClickUp with Microsoft Office 365 by using Zapier. This allows you to automate workflows between ClickUp and Office 365 apps such as Outlook, Excel, and OneDrive. By setting up 'Zaps', you can define specific triggers in ClickUp (like a new task or comment) that initiate actions in Office 365 (like sending an email or creating a calendar event).
What types of triggers are available when integrating ClickUp with Office 365?
When integrating ClickUp with Office 365, you can set up triggers based on events like creating a new task, changing a task's status, or adding a comment in ClickUp. These triggers can then initiate actions within your Office 365 applications.
Can I automatically create tasks in ClickUp from emails received in Outlook?
Yes, you can set up a Zap where receiving an email in Outlook acts as the trigger for creating a new task in ClickUp. You can specify conditions such as certain sender addresses or keywords that trigger the task creation.
Is it possible to update an Excel spreadsheet when tasks are completed in ClickUp?
Absolutely! You can configure a Zap where completing a task in ClickUp updates specific rows or values within an Excel spreadsheet stored in Office 365. This is useful for maintaining progress reports or tracking timelines directly from your tasks.
How do I set up calendar events automatically based on deadlines in ClickUp?
By configuring Zaps, deadlines approaching for tasks in ClickUp can automatically create corresponding calendar events in your Office 365 Calendar. This automatic setup ensures you're always prepared for upcoming due dates.
Can I sync my OneDrive files with tasks created in ClickUp?
Yes, through the integration settings you can synchronize files stored on OneDrive with specific tasks created or updated within ClickUp, ensuring all relevant documents are readily accessible where needed.
Do I need any technical skills to set up the integration between ClickUp and Microsoft Office 365?
No technical skills are needed to set up the integrations between these platforms. Our user-friendly interface guides you through selecting triggers and actions step-by-step without requiring coding knowledge.
About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
